WCM

WealthBridge Capital Management Portfolio holdings

AUM $434M
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$628K
3
+$533K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$495K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$449K

Top Sells

1
+$864K
2
+$341K
3
+$126K
4
FDIQ
Invesco Bloomberg Financial Data Providers ETF
FDIQ
+$106K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$83.2K

Sector Composition

1 Financials 7.66%
2 Communication Services 5.16%
3 Consumer Discretionary 4.5%
4 Technology 4.43%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$10K 0.01%
127
+46
577
$10K 0.01%
99
+2
578
$10K 0.01%
238
+7
579
$10K 0.01%
150
580
$9K 0.01%
195
+6
581
$9K 0.01%
108
582
$9K 0.01%
209
+51
583
$9K 0.01%
107
+3
584
$9K 0.01%
+700
585
$9K 0.01%
200
586
$9K 0.01%
234
+228
587
$9K 0.01%
+189
588
$9K 0.01%
252
+76
589
$9K 0.01%
100
590
$9K 0.01%
500
591
$9K 0.01%
349
+5
592
$9K 0.01%
179
+101
593
$9K 0.01%
753
594
$9K 0.01%
248
+60
595
$9K 0.01%
120
596
$9K 0.01%
155
+3
597
$8K 0.01%
25
598
$8K 0.01%
+570
599
$8K 0.01%
265
+87
600
$8K 0.01%
+245
22 23
24
25 26